For a user to see the dashboard and the data in its boxes in the web application, their user role must have the access rights listed below enabled.
📋 The individual rights of a user role are set in the desktop application (Tools › User Roles), which is why the screenshots in this guide come from the desktop application. The User Roles module is also available in the web application, but individual rights cannot be set there. To learn how to edit a role or create your own, see the article about user roles.
Report Management
First and foremost, the user role must always have access to Report Management (the Reports folder).
For displaying the dashboard, it makes no difference whether the user role has full access or read-only access.
Opening Account Balances
Another right that is very likely to be needed is access to Opening Account Balances (the Accounting folder). Most charts, at least those displayed by default, work with the opening account balances. Here too, read-only access is sufficient.
Cash Flow and User Queries
Displaying the Cash Flow box is a more specific situation. It requires full access to User Queries (the Tools folder), meaning not only the right to read, but also the right to write.
The Cash Flow box works on top of a user query: when you add it to the dashboard, a user query is also created in the company, and this requires the write right.
⚠️ Cash Flow is available only in the Premium edition.
A situation similar to Cash Flow may also occur with displaying custom outputs in a chart. However, read-only access to user queries should be sufficient there.
You can also find an overview of which right enables reports and which enables Cash Flow in the article about rights for reports and Cash Flow.
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